Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world-view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
A few thoughts on Wirecard
MercadoLibre is South America’s leading e-commerce company. Its share has low valuation and excellent growth perspectives but is it also a good investment?
There is an entire world of opportunities beyond the FAANG stocks. Up your long-term investment success by identifying the industries and countries that are cheaper to buy into than ever before.
Argentina’s debt crisis delivers useful lessons for investors. How to apply common sense to spot risks and opportunities in long-term equity investing?
Gazprom: What you should know about the world’s cheapest major energy company – in 94 pages (Research Report #1)
In my new in-depth report, I am reporting a whole range of little-known facts about Russia’s no. 1 public company. If you thought you knew Gazprom, you’ll have to think again!
I anticipated a higher-than-expected, soon-to-be-launched bid for Belmond Ltd, the luxury hotel operator. LVMH just made a $2.6bn offer for the company!
Is now the time to invest your money into Argentina and does the country have a chance to become the top-choice of investors in 2019?
Sotheby’s shareholders seem to have a sixth sense for an impending crisis. With its share price currently falling, you better keep it on your watch list.
The Orient Express is up for sale. Could there still be a quick profit to be made, even with the proposed takeover price already being public?
Is there any such thing as making money without taking undue risks? Find out in this acecdote from the German stock market.
With a $400 trillion pension funding shortfall looming, what should you brace yourself for – and how can you escape as much as possible?
How did Argentinean farmland holding CRESUD manage to produce zero return for investors despite spiraling farmland values?
What went wrong, and why the lessons learned matter to anyone who has ever considered subscribing to an IPO placement of a reputable company.